As a client you can be confident that we will be able to assist in all aspects of financial planning. Nothing is too big or small for the team here at The Premier Partnership Limited. We believe we have the right people to offer you a the best service.
We understand that you may have complex needs and requirements and are confident that our advice process will work perfectly to achieve your targets. Tell us what you want to plan for, we will provide the advice and implement the plan. Our back office team and advisers will create a bespoke plan of action for each client. We don’t have a single solution for everyone. Our goal is to understand what really matters to you, how you want to achieve it and when.
When you become a client of The Premier Partnership Limited, we will provide ongoing reviews of your investments and planning to ensure you are on target to meet the agreed targets originally discussed at our first meeting with you. We appreciate targets and goals change, so we will discuss this with you and create a plan of action together.
We can then make the necessary tweaks and changes to the strategy to ensure targets are met.
This meeting will also be a chance to discuss our other services we offer. You will find that as time goes on, you will want to make use of our Family Office suite of services from tax planning, estate planning through to retirement planning. We will be here for you every step of your financial journey, offering consistently high quality advice and service.
Benefits of using us to assist your financial plan
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The value of your investment can go down as well as up, and you can get back less than you originally invested.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL WRITING AND TRUST ADVICE.
Complaints – If you are dissatisfied, you are entitled to make a complaint. Please be assured we treat complaints seriously. For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of FOS can be found on their website at www.financial-ombudsman.org.uk
The Premier Partnership Limited is authorised and regulated by the Financial Conduct Authority (FRN 209446) Registered Office Address: 5 Pebble Close Amington Tamworth B77 4RD Registered in England and Wales No: 2794326.